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Debra Hildred
Debra Hildred
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in Blackbaud Raiser's Edge NXT®: General Discussion
I've inherited two donor category "analytical reports" that I need for our newsletter that lists donors in $$ categories.  I am having to save both reports to an Excel file, merge the two together, combine the spouses together and remove duplicates from the two lists. I'm trying to make sense of my predecessor reasoning but can't help feeling there is a better way to get the information without so much clean up.  Any suggestion would be helpful.
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  • Nicole S
    Nicole S
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    Can you give some more info about what is in the reports?
  • Carolyn Moatz
    Carolyn Moatz
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    Why are there two to begin with? I'd imagine the easiest way would be to use the criteria from the two reports to combine them into just one. You can also omit spouse by creating a query from the results, exporting the information that you need to sort the list properly, then selecting "Export only constituents marked 'Head of Household'" in the export.
  • John Heizer
    John Heizer
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    Carolyn Moatz:

    Why are there two to begin with? I'd imagine the easiest way would be to use the criteria from the two reports to combine them into just one. You can also omit spouse by creating a query from the results, exporting the information that you need to sort the list properly, then selecting "Export only constituents marked 'Head of Household'" in the export.

    I have a Constituent Query that I use as a source for other Queries and Reports that gives me just the Head of Household without having to use Export.



    Spouse Import ID blank

    OR (This Individual is The Spouse equals Yes

    AND This Individual Is The Head of Household equals No)

     
  • Cathleen Mai
    Cathleen Mai
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    How are the spouses handled in your Database? Do they have separate records and if so are they all linked?

     
  • John Heizer
    John Heizer
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    Cathleen Mai:

    How are the spouses handled in your Database? Do they have separate records and if so are they all linked?

     

    At our organization most of our Spouses are just a non-Constituent Relationship.  But there are some where we have a separate relationship with each of them (one is a board member, the other an event chair, etc.), in which case they both have their own full Constituent record.  Yes, all are HOPEFULLY linked (sometimes things get missed, but we correct that ASAP).  If any organization isn't linking them that way they're missing out on a LOT of the power of RE.
  • Debra Hildred
    Debra Hildred
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    Carolyn Moatz:

    Why are there two to begin with? I'd imagine the easiest way would be to use the criteria from the two reports to combine them into just one. You can also omit spouse by creating a query from the results, exporting the information that you need to sort the list properly, then selecting "Export only constituents marked 'Head of Household'" in the export.

    One was for just Capital Campaign the other was for list of donors w/o GIK. I'm looking at the criteria to see the difference between the two, I need to keep the spouse (which are sometimes soft credit) in order for the list to ready for example Jack and Jill Smith.  I just noticed the reports did not have the box checked for "output query". I'll try your suggestion - thanks!

     
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
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    Depending on exactly what you're trying to pull and your categories, you may need two.  As posted, a lot depends on your data entry and how you link spouses.  There are cases where I would need the non-HOH record so I can't filter just using that.



    One suggestion would be to have the report utilize an addressee format that  pulls both spouse names.  (If you don't have one already on each constituent record, I highly recommend it - can save hours of manually editing.) 



    Possibly, if you're dealing with thousands of duplicates, the output query could also help if you add output of constituent ID field to the query and then take it to export to excel and remove duplicates. 

     
  • Linda Allen
    Linda Allen
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    I have added a salutaion I called name listing preference, when I pull the category report I select the name listing preference as the first choice, then primary if one doesn't exist. I then run the same report but have it pull by sort order and paste this in the same excel sheet, this allows me to sort by name or amount. It has save me a lot of time manipulating my lists as you are referring to.

     

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